Signals

← Signals

☆TLT

1510 in-universe funds with a nonzero position in TLT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1270
Score / z0.032 / 0.02
Consensus298.98 over 623 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 5,910.7 0.4% 6 -0.2 pp -0.3 pp -0.3 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,370.0 1.8% 1 +1.8 pp +1.8 pp -0.7 pp -0.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,567.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1,490.8 3.4% 5 -4.7 pp -5.8 pp -7.2 pp -8.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1,420.6 0.5% 5 -0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,396.1 0.6% 5 -0.2 pp -0.8 pp -0.8 pp -0.9 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,059.0 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 966.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 699.7 0.4% 5 +0.3 pp -0.7 pp -0.8 pp -0.7 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 618.1 0.2% 7 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 607.5 0.5% 5 -0.1 pp +0.0 pp -0.7 pp -2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 495.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 479.7 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 399.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 324.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 273.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 251.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 251.8 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 216.4 3.1% 5 -0.9 pp -1.7 pp -2.8 pp -4.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 201.4 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 200.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 176.2 1.3% 3 -0.2 pp -0.1 pp +1.3 pp -17.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 176.2 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 160.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 160.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 156.2 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 149.3 3.3% 5 +1.4 pp +1.5 pp +1.4 pp +1.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 130.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 115.6 0.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 107.5 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 103.9 3.0% 7 -0.5 pp -1.2 pp -1.6 pp -2.9 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 102.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 97.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 95.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 92.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 90.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 85.9 0.1% 5 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 85.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 82.8 2.0% 3 +0.8 pp +1.7 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 81.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 79.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 76.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 75.4 9.7% 5 +0.3 pp +0.4 pp +0.1 pp +1.0 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 75.0 0.9% 5 -0.3 pp -0.4 pp -1.0 pp -2.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 74.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 72.5 7.5% 5 +0.2 pp +0.0 pp -0.6 pp -0.7 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 70.3 1.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 68.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 63.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 59.3 0.3% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 58.4 0.9% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 58.1 1.1% 5 +1.0 pp +1.0 pp +1.0 pp +0.9 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 51.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 48.6 0.4% 5 -0.0 pp -0.1 pp -0.4 pp -0.5 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 48.0 1.1% 2 +0.9 pp +1.1 pp +0.1 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 47.9 1.0% 5 -0.1 pp +0.0 pp -0.1 pp -0.6 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 46.8 7.4% 5 -0.1 pp +0.5 pp -0.1 pp +0.9 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 45.3 3.9% 5 -0.1 pp -0.2 pp -0.5 pp -0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 42.9 0.9% 5 -0.5 pp -0.1 pp -0.2 pp -0.2 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 42.9 4.3% 5 -0.2 pp -0.6 pp +0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 40.5 6.0% 5 +0.2 pp +0.0 pp -0.1 pp +0.1 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 40.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 38.7 3.6% 5 -0.3 pp -0.5 pp -0.5 pp -0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 38.6 0.7% 5 -0.3 pp -0.2 pp +0.4 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 37.8 1.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 35.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 35.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WS MANAGEMENT LLLP CIK 0000877338 0.651 31 34.6 4.1% 5 -2.9 pp -1.5 pp -1.4 pp -2.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 32.8 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 32.2 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 31.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 30.5 0.2% 7 -0.2 pp -0.4 pp -0.2 pp -0.3 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 30.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 29.6 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 28.9 1.6% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 28.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 28.6 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 27.4 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 27.1 2.6% 5 +2.4 pp -0.6 pp -0.7 pp -0.7 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 27.1 1.4% 4 -0.5 pp -1.0 pp -1.2 pp +1.4 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 26.3 1.0% 5 -0.5 pp -0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 25.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 25.4 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 25.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 25.3 0.5% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 25.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 24.9 11.2% 5 -8.8 pp -13.0 pp -12.2 pp -16.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 24.8 0.8% 5 -0.6 pp -0.4 pp -0.3 pp +0.2 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 24.3 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 23.9 3.8% 5 -0.2 pp -0.2 pp -0.5 pp -1.0 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 23.4 9.5% 5 -0.7 pp -0.4 pp -0.9 pp -1.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 23.4 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 22.9 0.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 21.3 0.5% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 20.9 5.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 19.7 3.5% 3 +0.2 pp +0.7 pp +3.5 pp +3.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 19.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 19.5 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 19.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 19.2 0.7% 6 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 19.2 0.0% 5 +0.0 pp +0.0 pp -0.2 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.7 0.6% 6 -0.2 pp -0.1 pp -0.3 pp -0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 18.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.5 0.3% 5 +0.0 pp -0.2 pp +0.2 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 18.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 18.0 7.0% 4 +1.1 pp +0.9 pp +1.2 pp +7.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 18.0 1.5% 5 -0.2 pp -0.1 pp -2.2 pp -0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 17.7 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 17.7 0.5% 6 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 17.3 5.0% 5 -0.5 pp -0.4 pp -0.6 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 17.3 0.6% 1 +0.6 pp +0.3 pp -0.1 pp -1.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 17.2 4.0% 5 -0.6 pp -0.9 pp -1.4 pp -1.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 17.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 16.6 2.5% 5 -0.2 pp -0.0 pp +1.9 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 16.3 1.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 16.2 0.5% 1 +0.5 pp +0.2 pp +0.5 pp +0.5 pp
☆Man Group plc CIK 0001637460 0.631 2032 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 16.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 16.0 0.2% 5 +0.0 pp -0.2 pp +0.1 pp -0.4 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 16.0 1.4% 5 +0.0 pp +0.3 pp +0.2 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 15.9 1.6% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 15.5 1.7% 3 -0.8 pp +0.2 pp +1.7 pp +0.1 pp
☆SJBENEN ADVISORY, LLC CIK 0001813225 0.608 29 15.5 9.2% 2 +1.0 pp +9.2 pp +9.2 pp +9.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 15.3 0.7% 5 +0.2 pp +0.3 pp -0.1 pp -0.3 pp
☆STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 14.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆TCM Advisors, LLC CIK 0001911491 0.528 62 14.6 11.5% 5 +0.0 pp -0.1 pp -0.6 pp -1.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 14.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 14.1 9.1% 5 +0.5 pp +0.9 pp +0.6 pp +0.6 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 13.9 1.7% 5 -0.0 pp -0.4 pp -0.4 pp -0.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 13.8 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆Marino Management, LLC CIK 0001845680 0.934 11 13.5 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 13.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 12.8 3.5% 7 -0.8 pp -0.7 pp -0.6 pp -1.2 pp
☆U S WEALTH GROUP, LLC. CIK 0001554427 0.294 47 12.6 7.5% 5 +1.1 pp +1.0 pp +0.9 pp +2.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.5 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆University of Illinois Foundation CIK 0001994249 0.055 29 12.4 2.2% 1 +2.2 pp +2.1 pp +2.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 12.4 2.1% 6 -0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Privium Fund Management (UK) Ltd CIK 0001845773 0.096 29 12.1 5.0% 1 +5.0 pp +5.0 pp +0.7 pp -28.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 12.1 0.9% 5 -0.2 pp -0.1 pp -0.5 pp -0.6 pp
☆Granby Capital Management, LLC CIK 0001857581 0.846 14 11.9 6.2% 5 -0.6 pp -0.2 pp -0.3 pp -0.6 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 11.9 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.8 0.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 11.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 11.6 3.5% 5 -0.4 pp -0.2 pp -0.2 pp -0.3 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 11.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 10.9 0.2% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 10.7 5.1% 5 -0.3 pp -0.6 pp -0.9 pp -0.9 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 10.7 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Sicart Associates LLC CIK 0001696494 0.420 74 10.5 2.6% 5 -0.1 pp -0.3 pp -1.3 pp -2.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.1 0.2% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 10.1 5.6% 5 -0.2 pp +0.1 pp -0.5 pp -0.6 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 9.9 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Benin Management CORP CIK 0001352871 0.711 152 9.9 2.0% 3 +0.0 pp +1.0 pp +2.0 pp +2.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 9.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.8 0.2% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 9.8 3.8% 5 +0.1 pp -6.4 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 9.6 0.4% 5 -0.0 pp -0.8 pp -4.5 pp -4.6 pp
☆SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 0.854 19 9.5 5.0% 5 +0.0 pp +1.1 pp +1.1 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.8 0.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 8.8 0.6% 5 -0.5 pp -0.1 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 8.6 7.5% 2 +1.5 pp +7.5 pp +5.1 pp +6.3 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 8.5 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
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☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 8.2 0.9% 2 -1.7 pp +0.9 pp +0.9 pp +0.9 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 8.2 1.2% 5 -0.2 pp +0.4 pp +0.5 pp +0.5 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 8.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.9 0.3% 3 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 7.8 1.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 7.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 7.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 7.6 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 7.4 3.5% 5 +1.7 pp +2.3 pp +1.4 pp +2.1 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 7.4 3.8% 5 +0.5 pp +0.8 pp +0.7 pp +2.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 7.2 0.9% 5 -0.6 pp -1.7 pp -1.2 pp -0.4 pp
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☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 7.1 1.6% 5 -0.1 pp -0.1 pp +0.7 pp +0.8 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 7.1 1.9% 5 -0.2 pp -0.0 pp +0.2 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 6.8 1.2% 5 -0.0 pp +0.3 pp +0.1 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 6.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Tidal Investments LLC CIK 0001600064 0.635 2147 6.6 0.0% 5 +0.0 pp -0.3 pp -0.0 pp +0.0 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.1 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 6.0 0.5% 1 +0.5 pp -0.1 pp -0.1 pp -0.2 pp
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☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 5.4 1.0% 1 +1.0 pp +1.0 pp +0.7 pp +1.0 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.3 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 5.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Galaxy Digital Inc. (GLXY) CIK 0001859392 0.743 54 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 5.1 2.1% 7 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
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☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.9 pp
☆Diesslin Group, Inc. CIK 0002108559 0.461 59 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 -1.3 pp -1.4 pp -1.5 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.0 0.0% 0 +0.0 pp -3.6 pp -3.7 pp -4.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Warberg Asset Management LLC CIK 0001597506 0.000 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 0.0 0.0% 0 -1.9 pp -1.6 pp -1.6 pp -1.8 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -1.1 pp -0.9 pp -0.7 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
☆Paloma Partners Management Co CIK 0001103882 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -4.2 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.7 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.8 pp -1.0 pp -1.4 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp -0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.7 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gladius Capital Management LP CIK 0001540656 0.000 7 0.0 0.0% 0 -16.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RD Finance Ltd CIK 0002057936 0.072 27 0.0 0.0% 0 +0.0 pp +0.0 pp -33.3 pp -25.8 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.4 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.2 pp +0.0 pp -0.0 pp -0.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -5.8 pp -3.5 pp -3.1 pp -3.5 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.8 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.5 pp -0.1 pp -3.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -2.9 pp -2.9 pp -3.0 pp -0.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Timelo Investment Management Inc. CIK 0001851296 0.009 47 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -1.9 pp -1.8 pp -2.1 pp -2.1 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -4.1 pp -4.5 pp -1.8 pp -1.7 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 pp -0.8 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just TLT). Qtrs Held counts distinct quarters this fund has actually held TLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TLT position size. Δ columns are the percentage-point change in TLT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status